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Ritholtz Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Ritholtz Wealth Management’s Portfolio SLYV Stock Details SLYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.45M Buy
68,241
+1,769
+3% +$182K 0.11% 114
2026
Q1 		$6.29M Sell
66,472
-77
-0.1% -$7.44K 0.11% 117
2025
Q4 		$6.05M Sell
66,549
-239
-0.4% -$21.5K 0.11% 116
2025
Q3 		$5.92M Sell
66,788
-775
-1% -$66K 0.12% 108
2025
Q2 		$5.39M Buy
67,563
+9,713
+17% +$737K 0.12% 101
2025
Q1 		$4.54M Sell
57,850
-925
-2% -$78.5K 0.14% 104
2024
Q4 		$5.13M Sell
58,775
-188
-0.3% -$16.8K 0.15% 81
2024
Q3 		$5.12M Buy
58,963
+613
+1% +$51.3K 0.15% 82
2024
Q2 		$4.57M Buy
58,350
+5
+0% +$397 0.15% 82
2024
Q1 		$4.84M Sell
58,345
-374
-0.6% -$30K 0.17% 75
2023
Q4 		$4.89M Buy
58,719
+986
+2% +$72.9K 0.19% 65
2023
Q3 		$4.18M Sell
57,733
-809
-1% -$62.5K 0.19% 71
2023
Q2 		$4.52M Sell
58,542
-5,385
-8% -$401K 0.2% 64
2023
Q1 		$4.87M Sell
63,927
-506
-0.8% -$40.2K 0.24% 57
2022
Q4 		$4.78M Buy
64,433
+172
+0.3% +$12.9K 0.27% 59
2022
Q3 		$4.32M Sell
64,261
-3,779
-6% -$284K 0.23% 59
2022
Q2 		$4.93M Sell
68,040
-4,303
-6% -$336K 0.31% 34
2022
Q1 		$6.03M Buy
72,343
+2,308
+3% +$191K 0.41% 29
2021
Q4 		$5.93M Sell
70,035
-2,668
-4% -$228K 0.37% 29
2021
Q3 		$5.96M Sell
72,703
-5,565
-7% -$457K 0.41% 25
2021
Q2 		$6.71M Sell
78,268
-262
-0.3% -$22.3K 0.48% 20
2021
Q1 		$6.44M Sell
78,530
-1,997
-2% -$154K 0.54% 19
2020
Q4 		$5.33M Buy
80,527
+5,762
+8% +$342K 0.51% 21
2020
Q3 		$3.75M Sell
74,765
-14,691
-16% -$754K 0.42% 24
2020
Q2 		$4.39M Buy
89,456
+47,953
+116% +$2.2M 0.57% 21
2020
Q1 		$1.7M Sell
41,503
-433
-1% -$24.5K 0.27% 34
2019
Q4 		$2.76M Buy
41,936
+2,799
+7% +$177K 0.4% 27
2019
Q3 		$2.4M Buy
39,137
+53
+0.1% +$3.18K 0.39% 26
2019
Q2 		$2.37M Sell
39,084
-7,201
-16% -$436K 0.41% 27
2019
Q1 		$2.79M Sell
46,285
-117,142
-72% -$7.06M 0.51% 24
2018
Q4 		$8.8M Buy
+163,427
New +$9.92M 1.99% 12

Other funds holding SLYV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ritholtz Wealth Management's SLYV Position: Q2 2026 in Review

Ritholtz Wealth Management increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 2.7% in Q2 2026, buying an estimated $182K and bringing the position to 68,241 shares worth $7.45M. The position accounts for 0.11% of the portfolio, ranked #114.

Ritholtz Wealth Management first reported a position in SLYV in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.8M in Q4 2018. 615 funds tracked by Wall St. Rank hold SLYV as of Q2 2026.

  • Ritholtz Wealth Management held 68,241 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $7.45M as of Q2 2026.
  • Ritholtz Wealth Management bought 1,769 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2026, an estimated $182K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.11% of Ritholtz Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Ritholtz Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Ritholtz Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $8.8M in Q4 2018.
  • 615 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.